Lindbrook Capital’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $55K | Buy |
489
+35
| +8% | +$3.94K | 0.01% | 960 |
|
|
2024
Q4 | $56.6K | Sell |
454
-9
| -2% | -$1.12K | 0.01% | 765 |
|
|
2024
Q3 | $50.2K | Buy |
463
+8
| +2% | +$868 | ﹤0.01% | 815 |
|
|
2024
Q2 | $44.8K | Hold |
455
| – | – | ﹤0.01% | 845 |
|
|
2024
Q1 | $47.5K | Buy |
455
+5
| +1% | +$522 | ﹤0.01% | 795 |
|
|
2023
Q4 | $41.7K | Sell |
450
-15
| -3% | -$1.39K | ﹤0.01% | 821 |
|
|
2023
Q3 | $35.1K | Buy |
465
+7
| +2% | +$529 | ﹤0.01% | 814 |
|
|
2023
Q2 | $33.3K | Buy |
458
+39
| +9% | +$2.83K | ﹤0.01% | 857 |
|
|
2023
Q1 | $30.6K | Buy |
419
+6
| +1% | +$438 | ﹤0.01% | 879 |
|
|
2022
Q4 | $34.9K | Buy |
413
+27
| +7% | +$2.28K | ﹤0.01% | 819 |
|
|
2022
Q3 | $31K | Hold |
386
| – | – | 0.01% | 815 |
|
|
2022
Q2 | $31K | Hold |
386
| – | – | 0.01% | 819 |
|
|
2022
Q1 | $36K | Sell |
386
-78
| -17% | -$7.28K | 0.01% | 791 |
|
|
2021
Q4 | $42K | Hold |
464
| – | – | 0.01% | 782 |
|
|
2021
Q3 | $37K | Hold |
464
| – | – | 0.01% | 538 |
|
|
2021
Q2 | $35K | Hold |
464
| – | – | 0.01% | 589 |
|
|
2021
Q1 | $35K | Hold |
464
| – | – | 0.01% | 558 |
|
|
2020
Q4 | $28K | Hold |
464
| – | – | 0.01% | 581 |
|
|
2020
Q3 | $19K | Buy |
464
+16
| +4% | +$655 | 0.01% | 632 |
|
|
2020
Q2 | $20K | Buy |
448
+100
| +29% | +$4.46K | 0.01% | 609 |
|
|
2020
Q1 | $11K | Buy |
348
+311
| +841% | +$9.83K | ﹤0.01% | 735 |
|
|
2019
Q4 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 1244 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1533 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1464 |
|